Havemeyer Place LP Makes New $1.04 Million Investment in DaVita Inc. $DVA

Havemeyer Place LP acquired a new position in shares of DaVita Inc. (NYSE:DVA) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 9,118 shares of the company’s stock, valued at approximately $1,036,000.

Other large investors also recently added to or reduced their stakes in the company. Todd Asset Management LLC bought a new position in shares of DaVita during the third quarter valued at approximately $21,842,000. Doma Perpetual Capital Management LLC grew its stake in DaVita by 23.3% in the third quarter. Doma Perpetual Capital Management LLC now owns 355,574 shares of the company’s stock worth $47,245,000 after purchasing an additional 67,214 shares in the last quarter. Intech Investment Management LLC grew its stake in DaVita by 122.4% in the third quarter. Intech Investment Management LLC now owns 27,441 shares of the company’s stock worth $3,646,000 after purchasing an additional 15,104 shares in the last quarter. Nordea Investment Management AB grew its stake in DaVita by 18.0% in the fourth quarter. Nordea Investment Management AB now owns 338,192 shares of the company’s stock worth $38,321,000 after purchasing an additional 51,607 shares in the last quarter. Finally, Munich Reinsurance Co Stock Corp in Munich bought a new position in DaVita in the third quarter worth approximately $5,419,000. 90.12% of the stock is owned by institutional investors.

Insider Transactions at DaVita

In other DaVita news, CFO Joel Ackerman sold 51,471 shares of the stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $192.10, for a total transaction of $9,887,579.10. Following the sale, the chief financial officer owned 132,434 shares of the company’s stock, valued at approximately $25,440,571.40. This trade represents a 27.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 1.50% of the company’s stock.

DaVita Trading Up 0.1%

Shares of NYSE DVA opened at $192.28 on Monday. The stock has a market capitalization of $12.34 billion, a PE ratio of 17.84, a price-to-earnings-growth ratio of 0.63 and a beta of 0.91. The stock’s fifty day simple moving average is $171.47 and its two-hundred day simple moving average is $143.36. DaVita Inc. has a 12-month low of $101.00 and a 12-month high of $202.69.

DaVita (NYSE:DVA) last announced its earnings results on Tuesday, May 5th. The company reported $2.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.33 by $0.54. The business had revenue of $3.42 billion for the quarter, compared to analysts’ expectations of $3.36 billion. DaVita had a negative return on equity of 270.37% and a net margin of 5.65%.The business’s revenue for the quarter was up 6.0% on a year-over-year basis. During the same quarter last year, the firm earned $2.00 EPS. DaVita has set its FY 2026 guidance at 14.100-15.200 EPS. On average, equities analysts predict that DaVita Inc. will post 15.07 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft raised DaVita from a “hold” rating to a “buy” rating and increased their price objective for the stock from $126.00 to $220.00 in a research note on Wednesday, May 6th. UBS Group increased their price objective on DaVita from $190.00 to $235.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Zacks Research raised DaVita from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. TD Cowen increased their price objective on DaVita from $144.00 to $201.00 and gave the stock a “hold” rating in a research note on Monday, May 11th. Finally, Wall Street Zen raised DaVita from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, DaVita has a consensus rating of “Hold” and a consensus price target of $199.17.

DaVita Company Profile

DaVita Inc (NYSE: DVA) is a leading provider of kidney care services, specializing in the management and operation of outpatient dialysis centers for patients with chronic kidney failure and end-stage renal disease. Headquartered in Denver, Colorado, the company offers a comprehensive suite of treatment modalities, including in-center hemodialysis, peritoneal dialysis, and home dialysis therapies. In addition to its core dialysis services, DaVita provides patient education, nutritional counseling, vascular access management and related laboratory services to support kidney health and overall patient well-being.

Since its formation in the mid-1990s through a clinical management services spin-off, DaVita has expanded both organically and through strategic partnerships and acquisitions.